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iShares 0-5 Year High Yield Corporate Bond ETF

533 hedge funds and large institutions have $4.98B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 236 increasing their positions, 173 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 173

16% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 55

2% more capital invested

Capital invested by funds: $4.89B → $4.98B (+$92.6M)

1% more funds holding

Funds holding: 530533 (+3)

0.09% more ownership

Funds ownership: 75.66%75.74% (+0.09%)

15% less funds holding in top 10

Funds holding in top 10: 2622 (-4)

Holders
533
Holders Change
+3
Holders Change %
+0.57%
% of All Funds
7.02%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.29%
New
64
Increased
236
Reduced
173
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$3.96M +$147K +3,465 +4%
DK
127
David Kennon
Florida
$3.96M -$1.1M -26,009 -22%
PWG
128
Portside Wealth Group
Utah
$3.95M +$502K +11,862 +15%
OL
129
Owen LaRue
Kentucky
$3.94M -$106K -2,513 -3%
GWM
130
Geneos Wealth Management
Colorado
$3.74M -$4.46M -105,334 -55%
FF
131
Friedenthal Financial
New Jersey
$3.71M +$216K +5,106 +6%
GFA
132
Gallagher Fiduciary Advisors
Illinois
$3.69M -$29.8M -705,458 -89%
BCI
133
Brinker Capital Investments
Pennsylvania
$3.66M +$2.73M +64,485 +318%
OMC
134
Old Mission Capital
Illinois
$3.63M +$1.32M +31,124 +59%
PD
135
Planning Directions
Pennsylvania
$3.62M +$350K +8,284 +11%
EL
136
Essex LLC
Illinois
$3.55M +$1.45M +34,380 +72%
MMA
137
Miracle Mile Advisors
California
$3.54M -$196K -4,642 -5%
Jones Financial Companies
138
Jones Financial Companies
Missouri
$3.46M +$696K +16,457 +26%
MWM
139
Manske Wealth Management
Texas
$3.41M +$10.6K +250 +0.3%
PCG
140
Prosperity Consulting Group
Maryland
$3.39M +$74.9K +1,771 +2%
IAS
141
Insigneo Advisory Services
Florida
$3.36M +$285K +6,732 +9%
Sumitomo Mitsui Trust Group
142
Sumitomo Mitsui Trust Group
Japan
$3.34M +$69.8K +1,650 +2%
FBB
143
Fulton Breakefield Broenniman
Maryland
$3.34M -$1.05M -24,827 -24%
VCM
144
Virtue Capital Management
Tennessee
$3.32M -$203K -4,801 -6%
GFG
145
Goldstone Financial Group
Illinois
$3.1M +$96.8K +2,289 +3%
TI
146
Tidal Investments
Wisconsin
$3.08M -$2.22M -52,426 -42%
AIP
147
Alexis Investment Partners
Texas
$3.04M +$2.99M +70,728 New
SWP
148
Summit Wealth Partners
Florida
$2.96M -$4.08M -96,523 -58%
CAG
149
Csenge Advisory Group
Florida
$2.95M -$144K -3,400 -5%
SPC
150
Sigma Planning Corp
Michigan
$2.9M +$130K +3,063 +5%

SHYG Hedge Fund Activity: Q2 2025 in Review

533 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q2 2025, worth a combined $4.98B — up 1.9% from $4.89B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new SHYG positions and 55 closed out — a net gain of 9 holders — while 236 added to existing stakes and 173 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $65.7M. The largest seller was Grimes & Company, cutting an estimated $204M.

  • 533 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q2 2025, up from 530 in Q1 2025.
  • Funds reported $4.98B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q2 2025, up 1.9% quarter-over-quarter.
  • 64 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q2 2025 and 55 closed out, a net change of +9 holders.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $65.7M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q2 2025 was Grimes & Company, an estimated $204M sold.

Based on aggregated 13F filings for Q2 2025.